Wealthcare Advisory Partners’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Wealthcare Advisory Partners’s Portfolio FAD Stock Details FAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500	Closed	-$39K	–	1512
2019 Q4	$39K	Hold	500	–	–	0.01%	603
2019 Q3	$37K	Hold	500	–	–	0.01%	599
2019 Q2	$37K	Buy	+500	New	+$36.3K	0.01%	573

Other funds holding FAD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Advisory Partners's FAD Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2020, closing a stake of 500 shares — an estimated $39K sold.

Wealthcare Advisory Partners first reported a position in FAD in Q2 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 46 funds tracked by Wall St. Rank hold FAD as of Q1 2020.

Wealthcare Advisory Partners reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 500 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $39K.
Wealthcare Advisory Partners first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $39K in Q4 2019.
46 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.